“We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness. – The Declaration of Independence, July 4, 1776

As most of us learned in school, the original phrase coined by philosopher John Locke was “life, liberty, and property.” Thomas Jefferson famously replaced “property” with “pursuit of happiness.” While we can debate what “pursuit of happiness” genuinely means, suffice to say it is the belief and acknowledgment that we as individuals are much more than what we own; that the lives we live, and are entitled to live, are meaningful far beyond the mere accumulation of wealth and property.”

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Source Credit:  https://www.forbes.com/sites/danielscott1/2018/10/10/estate-planning-and-your-pursuit-of-happiness/#485a4b864c90

 

Estate Planning Practice

Estate planning is concerned with the use, conservation and disposition of a person’s property and wealth. The Marsalese Law Group offers expert advice in the areas of estate planning and trust administration. Our estate planning experience is sought by closely held businesses, families and individuals. Entrepreneurs frequently retain our services to coordinate personal, business and estate planning and deal with financial issues in ways that benefit both the family and the business.

The Marsalese Law Group has an active and sophisticated trusts and estates expertise in the handling of all types of estate planning matters, with emphasis on last wills and testaments, revocable and irrevocable trusts, life insurance trusts, special needs trusts, qualified personal residence trusts, family limited partnerships, durable powers of attorney, advance medical directives, and other related estate planning documents.

The Marsalese Law Group also advises clients on other common planning matters include lifetime gift programs, charitable split interest trusts, off-shore trusts, private foundations, grantor retained annuity trusts, generation-skipping transfer tax planning, and life insurance planning, including irrevocable life insurance trusts and split dollar arrangements.

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